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University of Wisconsin–Madison
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The Wisconsin Idea Database
The Wisconsin Idea in Action

Analysis of Socially Responsible Investing as an Investment Strategy

Since 1974, Madison Investment Advisors, Inc. has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. Madison and its subsidiaries manage multiple billions of dollars of fixed income portfolios, risk-sensitive equity accounts and personalized balanced portfolios. Madison Investment Advisors does not currently manage money under the banner of a socially responsible investment (SRI) philosophy. They wanted a team to develop the idea of SRI and recommend how it would fit with their existing investment philosophies.

Outcomes

The integration of a Socially Responsible Investment strategy with strategy of Madison Investment Advisors, Inc.

Project Website

Focus Areas

Project Leader

Tom Eggert
Professor

School or College
Wisconsin School of Business

Counties 1 total

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Map of Wisconsin Highlighting Dane Counties. Copyright © 2015 Highsoft AS, Based on data from The United States Census Bureau Map of Wisconsin Highlighting Dane Counties. Copyright © 2015 Highsoft AS, Based on data from The United States Census Bureau United States of America 2 U.S.A. Northern America North America USA US 23424977 North America us US 0 US.WI WI|Wis. 2347608 East North Central US55 WI Wisconsin United States of America State Midwest -89.5831 Wisconsin 44.3709 Wisconsin, US, United States State us-wi WI 55111 Sauk 0.50 0.41 us-wi-111 SA 55049 Iowa 0.50 0.50 us-wi-049 IO 55003 Ashland 0.31 0.67 us-wi-003 AS 55007 Bayfield 0.41 0.57 us-wi-007 BA 55113 Sawyer 0.43 0.50 us-wi-113 SA 55021 Columbia 0.62 0.50 us-wi-021 CO 55001 Adams 0.50 0.43 us-wi-001 AD 55085 Oneida 0.50 0.40 us-wi-085 ON 55099 Price 0.50 0.50 us-wi-099 PR 55017 Chippewa 0.58 0.50 us-wi-017 CH 55019 Clark 0.50 0.50 us-wi-019 CL 55087 Outagamie 0.50 0.50 us-wi-087 OU 55115 Shawano 0.31 0.50 us-wi-115 SH 55069 Lincoln 0.50 0.50 us-wi-069 LI 55055 Jefferson 0.50 0.50 us-wi-055 JE 55027 Dodge 0.50 0.50 us-wi-027 DO 55125 Vilas 0.49 0.52 us-wi-125 VI 55041 Forest 0.50 0.69 us-wi-041 FO 55047 Green Lake 0.49 0.50 us-wi-047 GL 55137 Waushara 0.50 0.50 us-wi-137 WA 55045 Green 0.50 0.50 us-wi-045 GR 55105 Rock 0.50 0.51 us-wi-105 RO 55127 Walworth 0.50 0.50 us-wi-127 WA 55005 Barron 0.50 0.50 us-wi-005 BA 55093 Pierce 0.58 0.50 us-wi-093 PI 55033 Dunn 0.49 0.50 us-wi-033 DU 55107 Rusk 0.43 0.50 us-wi-107 RU 55119 Taylor 0.50 0.50 us-wi-119 TA 55101 Racine 0.50 0.31 us-wi-101 RA 55053 Jackson 0.50 0.59 us-wi-053 JA 55035 Eau Claire 0.50 0.50 us-wi-035 EC 55083 Oconto 0.33 0.37 us-wi-083 OC 55009 Brown 0.43 0.52 us-wi-009 BR 55079 Milwaukee 0.50 0.74 us-wi-079 MI 55089 Ozaukee 0.49 0.38 us-wi-089 OZ 55103 Richland 0.50 0.50 us-wi-103 RI 55023 Crawford 0.53 0.41 us-wi-023 CR 55133 Waukesha 0.50 0.50 us-wi-133 WA 55057 Juneau 0.39 0.71 us-wi-057 JU 55123 Vernon 0.43 0.50 us-wi-123 VE 55025 Dane 0.50 0.50 us-wi-025 DA 55051 Iron 0.48 0.52 us-wi-051 IR 55135 Waupaca 0.40 0.50 us-wi-135 WA 55139 Winnebago 0.50 0.50 us-wi-139 WI 55061 Kewaunee 0.35 0.50 us-wi-061 KE 55097 Portage 0.59 0.50 us-wi-097 PO 55015 Calumet 0.50 0.50 us-wi-015 CA 55063 La Crosse 0.62 0.50 us-wi-063 LC 55073 Marathon 0.50 0.50 us-wi-073 MA 55013 Burnett 0.57 0.58 us-wi-013 BU 55121 Trempealeau 0.55 0.50 us-wi-121 TR 55129 Washburn 0.50 0.50 us-wi-129 WA 55091 Pepin 0.18 0.76 us-wi-091 PE 55141 Wood 0.50 0.50 us-wi-141 WO 55043 Grant 0.66 0.47 us-wi-043 GR 55065 Lafayette 0.50 0.50 us-wi-065 LA 55117 Sheboygan 0.50 0.50 us-wi-117 SH 55077 Marquette 0.50 0.50 us-wi-077 MA 55067 Langlade 0.35 0.40 us-wi-067 LA 55078 Menominee 0.50 0.50 us-wi-078 ME 55131 Washington 0.50 0.50 us-wi-131 WA 55109 St. Croix 0.50 0.50 us-wi-109 SC 55037 Florence 0.50 0.50 us-wi-037 FL 55039 Fond du Lac 0.50 0.51 us-wi-039 FD 55081 Monroe 0.50 0.50 us-wi-081 MO 55011 Buffalo 0.60 0.35 us-wi-011 BU 55029 Door 0.56 0.57 us-wi-029 DO 55095 Polk 0.57 0.50 us-wi-095 PO 55075 Marinette 0.46 0.54 us-wi-075 MA 55031 Douglas 0.50 0.56 us-wi-031 DO 55059 Kenosha 0.50 0.50 us-wi-059 KE 55071 Manitowoc 0.40 0.50 us-wi-071 MA

This project was last updated on Jun 12, 2019. Do you have an update for this project? Find out how to contribute.